CORNERSTONE TRUST MANAGEMENT SERVICES LLC

Overview

Cornerstone Trust Management Services LLC is an SEC-registered limited liability company (registered in 2014) that operates as an advisory firm focused on managing private-fund centered portfolios on an advisory, non-discretionary basis. The firm charges fees as a percentage of assets under management and reports no active ESG program. Its reported industry affiliation includes an insurance company, which helps explain the concentrated, institutional nature of its client base and asset mix. Investment activity is concentrated in private funds rather than broad public-market equity allocations. The firm primarily allocates capital to third-party alternative managers and maintains advisory relationships rather than exercise full trading authority over client accounts. That structure suggests Cornerstone Trust Management Services LLC acts as a steward and allocator — selecting external managers and vehicles for the single client account it oversees.

Assets & Accounts

Investments & Alternatives

Location & Offices